International Private Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), International Private Wealth Advisors LLC reported 156 stock positions worth $158.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.1% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 4.5%) and iShares 3-7 Year Treasury Bo (IEI, 4.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 17, added to 85 and reduced 61. The biggest buy was iShares 3-7 Year Treasury Bo (IEI, shares +83%) and the biggest sale Nvidia (NVDA, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $158.8M (Q4 2025)
- SEC Filing
- 0001951757-26-000078 ↗ filed Jan 14, 2026
Holdings Value
Holdings 156 stocks · $158.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.11% | 16,566 | $11.3M | Add +1.8% |
| DFAU Dimensional US Core Equity M | 4.46% | 151,332 | $7.1M | Add +30.3% |
| IEI iShares 3-7 Year Treasury Bo | 4.07% | 54,192 | $6.5M | Add +83.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.09% | 110,456 | $4.9M | Add +17.0% |
| TLT iShares 20+ Year Treasury BD | 2.95% | 53,682 | $4.7M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.78% | 19,152 | $4.4M | Reduce -6.5% |
| XLSR SS US Sector Rotation | 2.47% | 63,061 | $3.9M | Add +3.0% |
| DFGP Dimensional GLBL Core PL Fix | 2.29% | 67,287 | $3.6M | Add +31.1% |
| AAPL Apple Inc. | 2.16% | 12,591 | $3.4M | Add +1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.12% | 42,048 | $3.4M | Reduce -0.4% |
| DFCF Dimensional Core Fixed Inc. | 1.97% | 73,459 | $3.1M | Add +24.0% |
| MSFT Microsoft Corp. | 1.94% | 6,385 | $3.1M | Reduce -18.9% |
| CERY SS SPDR BBG En RY CM St N-Ui | 1.84% | 102,190 | $2.9M | Reduce -6.2% |
| META Meta Platforms Inc. Class A | 1.83% | 4,403 | $2.9M | Add +66.6% |
| COST Costco Wholesale Corp. | 1.80% | 3,323 | $2.9M | Reduce -15.8% |
| NVDA Nvidia Corp. | 1.72% | 14,665 | $2.7M | Reduce -57.1% |
| GOOG Alphabet Inc. Class C | 1.50% | 7,589 | $2.4M | Reduce -32.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.42% | 3,673 | $2.3M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.24% | 1,828 | $2.0M | Reduce -39.9% |
| ABBV Abbvie Inc. | 1.22% | 8,470 | $1.9M | Add +24.9% |
| DYFI Idx Dynamic Fixed Income ETF | 1.19% | 81,810 | $1.9M | Reduce -29.9% |
| SPEM State Street SP PTF Em ETF | 1.17% | 39,544 | $1.9M | Add +4.8% |
| FISR SS Fi Sector Rotation | 1.16% | 71,019 | $1.8M | Add +36.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.12% | 69,356 | $1.8M | Add +12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 3,542 | $1.8M | Reduce -28.9% |
| DFAT Dimensional US Target Value | 1.09% | 29,106 | $1.7M | Add +31.5% |
| DUHP Dimensional US High Profi Et | 1.08% | 45,199 | $1.7M | Add +30.6% |
| DFAI Dimensional International Co. | 1.05% | 43,768 | $1.7M | Add +29.6% |
| IJR iShares Core S&P Small-Cap E | 1.05% | 13,809 | $1.7M | Reduce -0.3% |
| GLD SPDR Gold Shares | 1.03% | 4,112 | $1.6M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.02% | 5,031 | $1.6M | Add +142.7% |
| IJH iShares Core S&P Midcap ETF | 0.97% | 23,310 | $1.5M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.96% | 8,582 | $1.5M | Add +44.2% |
| MO Altria Group Inc. | 0.90% | 24,847 | $1.4M | Add +153.5% |
| VZ Verizon Communications Inc. | 0.84% | 32,851 | $1.3M | Add +207.9% |
| KMI Kinder Morgan Inc. | 0.82% | 47,573 | $1.3M | Add +153.8% |
| IEMG iShares Core MSCI Emerging | 0.80% | 18,911 | $1.3M | Add +0.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.75% | 44,944 | $1.2M | Add +105.8% |
| BLK BlackRock Inc. | 0.74% | 1,095 | $1.2M | Add +92.4% |
| WMT Walmart Inc. | 0.74% | 10,514 | $1.2M | Reduce -30.3% |
| GEV GE Vernova Inc. | 0.73% | 1,762 | $1.2M | Add +47.7% |
| V Visa Inc. Class A | 0.69% | 3,109 | $1.1M | Reduce -12.4% |
| SCHX Schwab US Large-Cap ETF | 0.67% | 39,510 | $1.1M | Reduce -17.3% |
| PANW Palo Alto Networks Inc. | 0.67% | 5,765 | $1.1M | Add +38.4% |
| DUK Duke Energy Corp. | 0.66% | 8,956 | $1.0M | Add +36.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.64% | 21,655 | $1.0M | Reduce -15.3% |
| AGG iShares Core U.S. Aggregate | 0.60% | 9,466 | $945K | Add +7.2% |
| NLY Annaly Capital Management Inc. | 0.56% | 40,081 | $896K | Add +39.1% |
| IBIT iShares Bitcoin Trust ETF | 0.55% | 17,506 | $869K | Add +89.5% |
| ALLW State Street Brgwtr All WTHR | 0.49% | 28,353 | $779K | Reduce -4.9% |
| TSLA Tesla Inc. | 0.47% | 1,658 | $746K | Add +1.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.44% | 6,328 | $697K | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 8,480 | $668K | Add +0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.41% | 11,121 | $644K | Add +8.7% |
| VCIT Vanguard Int-Term Corporate | 0.40% | 7,600 | $637K | New |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 2,959 | $588K | Reduce -0.4% |
| DFEV Dimensional Emrg MRKT Val | 0.36% | 17,024 | $574K | Add +27.7% |
| DFAE Dimensional Emerging Core Eq | 0.35% | 17,220 | $561K | Add +28.0% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.35% | 21,966 | $559K | Add +5.9% |
| DFIV Dimensional International Va | 0.35% | 11,001 | $549K | Add +28.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 6,108 | $546K | Add +0.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.34% | 13,172 | $544K | Add +7.0% |
| XLF SS Financial Select Sector | 0.34% | 9,815 | $538K | Add +49.4% |
| DIHP Dimensional International Hi | 0.33% | 16,756 | $531K | Add +28.5% |
| RTX RTX Corp. | 0.33% | 2,863 | $525K | Add +26.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.32% | 4,943 | $506K | Add +4.0% |
| FBND Fidelity Total Bond ETF | 0.32% | 10,933 | $503K | Reduce -24.2% |
| SCHM Schwab US Mid Cap ETF | 0.32% | 16,662 | $501K | No change |
| GWX State Street SPDR S&P Intern | 0.31% | 12,188 | $498K | Add +1.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.30% | 6,950 | $475K | No change |
| AVGO Broadcom Inc. | 0.29% | 1,352 | $468K | Reduce -4.7% |
| NKE Nike Inc. Class B | 0.29% | 7,203 | $459K | Reduce -0.4% |
| PFE Pfizer Inc. | 0.29% | 18,261 | $455K | Reduce -0.6% |
| CVX Chevron Corp. | 0.29% | 2,973 | $453K | Add +0.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.28% | 9,720 | $443K | Add +9.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 33,716 | $442K | Reduce -3.6% |
| HD Home Depot Inc. | 0.28% | 1,284 | $442K | Reduce -0.6% |
| EIX Edison International | 0.28% | 7,351 | $441K | Add +0.1% |
| PRU Prudential Financial Inc. | 0.27% | 3,739 | $422K | Add +5.3% |
| MCD McDonald's Corp. | 0.26% | 1,370 | $419K | Reduce -6.5% |
| USB US Bancorp | 0.26% | 7,682 | $410K | Reduce -1.6% |
| T AT&T Inc. | 0.26% | 16,467 | $409K | Add +7.2% |
| WEC WEC Energy Group Inc. | 0.26% | 3,866 | $408K | Add +46.5% |
| KEY Keycorp | 0.25% | 19,525 | $403K | Reduce -0.7% |
| IQLT iShares MSCI International Q | 0.25% | 8,800 | $400K | Reduce -3.0% |
| RF Regions Financial Corp. | 0.25% | 14,464 | $392K | Add +2.4% |
| TFC Truist Financial Corp. | 0.25% | 7,937 | $391K | Reduce -3.0% |
| ADM Archer-Daniels-Midland Co. | 0.24% | 6,744 | $388K | Add +1.8% |
| TIP iShares Tips Bond ETF | 0.24% | 3,520 | $387K | Add +5.7% |
| DTD Wisdomtree US Total Dividend | 0.24% | 4,506 | $382K | Reduce -12.6% |
| CFG Citizens Financial Group | 0.24% | 6,541 | $382K | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.24% | 3,123 | $376K | Add +17.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 792 | $371K | No change |
| D Dominion Energy Inc. | 0.23% | 6,264 | $367K | Reduce -0.3% |
| GRPM Invesco S&P Midcap 400 Garp | 0.22% | 2,944 | $353K | Reduce -15.6% |
| IEF iShares 7-10 Year Treasury B | 0.22% | 3,660 | $352K | New |
| HBAN Huntington Bancshares Inc. | 0.22% | 20,272 | $352K | Add +0.2% |
| OMC Omnicom Group | 0.22% | 4,331 | $350K | Add +10.3% |
| XLK SS Technology Select Sector | 0.22% | 2,416 | $348K | Reduce -15.1% |
| IAU iShares Gold Trust | 0.22% | 4,236 | $344K | Add +16.2% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -57.1% | 1.72% | −2.29 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -91.1% | 0.19% | −1.92 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.24 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.76 |
| MSFT Microsoft Corp. | Reduce -18.9% | 1.94% | −0.62 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -29.9% | 1.19% | −0.52 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -75.9% | 0.16% | −0.50 |
| COST Costco Wholesale Corp. | Reduce -15.8% | 1.80% | −0.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.9% | 1.12% | −0.45 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.41 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.31 |
| WMT Walmart Inc. | Reduce -30.3% | 0.74% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -32.9% | 1.50% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -39.9% | 1.24% | −0.22 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.20 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -57.8% | 0.21% | −0.18 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.16 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.16 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.14 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.13 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -43.0% | 0.17% | −0.13 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.13 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.13 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.13 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.8% | 2.95% | −0.13 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.13 |
| CERY SS SPDR BBG En RY CM St N-Ui | Reduce -6.2% | 1.84% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -17.3% | 0.67% | −0.12 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -15.3% | 0.64% | −0.11 |
| FBND Fidelity Total Bond ETF | Reduce -24.2% | 0.32% | −0.10 |
| V Visa Inc. Class A | Reduce -12.4% | 0.69% | −0.08 |
| HD Home Depot Inc. | Reduce -0.6% | 0.28% | −0.05 |
| MFG Mizuho Financial Group-ADR | Sold out | 0.00% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -17.7% | 0.21% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 2.78% | −0.05 |
| GRPM Invesco S&P Midcap 400 Garp | Reduce -15.6% | 0.22% | −0.04 |
| XLK SS Technology Select Sector | Reduce -15.1% | 0.22% | −0.03 |
| ALLW State Street Brgwtr All WTHR | Reduce -4.9% | 0.49% | −0.03 |
| DTD Wisdomtree US Total Dividend | Reduce -12.6% | 0.24% | −0.03 |
| NKE Nike Inc. Class B | Reduce -0.4% | 0.29% | −0.03 |
| GPC Genuine Parts Co. | Reduce -0.1% | 0.17% | −0.02 |
| VLO Valero Energy Corp. | Reduce -3.6% | 0.21% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.5% | 0.26% | −0.02 |
| OGE Oge Energy Corp. | Reduce -0.8% | 0.18% | −0.02 |
| DTE DTE Energy Company | Reduce -0.5% | 0.16% | −0.02 |
| CMS CMS Energy Corp. | Reduce -1.6% | 0.19% | −0.01 |
| PPL PPL Corp. | Reduce -0.7% | 0.17% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IEI iShares 3-7 Year Treasury Bo | Add +83.2% | 4.07% | +1.85 |
| DFAU Dimensional US Core Equity M | Add +30.3% | 4.46% | +1.12 |
| JPM JPMorgan Chase & Co. | Add +142.7% | 1.02% | +0.61 |
| META Meta Platforms Inc. Class A | Add +66.6% | 1.83% | +0.61 |
| VZ Verizon Communications Inc. | Add +207.9% | 0.84% | +0.55 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +17.0% | 3.09% | +0.55 |
| DFGP Dimensional GLBL Core PL Fix | Add +31.1% | 2.29% | +0.50 |
| MO Altria Group Inc. | Add +153.5% | 0.90% | +0.49 |
| KMI Kinder Morgan Inc. | Add +153.8% | 0.82% | +0.49 |
| VCIT Vanguard Int-Term Corporate | New | 0.40% | +0.40 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +105.8% | 0.75% | +0.38 |
| DFCF Dimensional Core Fixed Inc. | Add +24.0% | 1.97% | +0.38 |
| BLK BlackRock Inc. | Add +92.4% | 0.74% | +0.32 |
| FISR SS Fi Sector Rotation | Add +36.3% | 1.16% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.8% | 7.11% | +0.29 |
| DFAT Dimensional US Target Value | Add +31.5% | 1.09% | +0.28 |
| DFAI Dimensional International Co. | Add +29.6% | 1.05% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | Add +44.2% | 0.96% | +0.28 |
| GEV GE Vernova Inc. | Add +47.7% | 0.73% | +0.26 |
| DUHP Dimensional US High Profi Et | Add +30.6% | 1.08% | +0.26 |
| ABBV Abbvie Inc. | Add +24.9% | 1.22% | +0.23 |
| IEF iShares 7-10 Year Treasury B | New | 0.22% | +0.22 |
| NLY Annaly Capital Management Inc. | Add +39.1% | 0.56% | +0.20 |
| URTY Proshares Ultrapro RUSS2000 | New | 0.19% | +0.19 |
| XLSR SS US Sector Rotation | Add +3.0% | 2.47% | +0.18 |
| AAPL Apple Inc. | Add +1.8% | 2.16% | +0.17 |
| IBIT iShares Bitcoin Trust ETF | Add +89.5% | 0.55% | +0.17 |
| DFAR Dimensional US Real Est ETF | New | 0.15% | +0.15 |
| DUK Duke Energy Corp. | Add +36.8% | 0.66% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +38.4% | 0.67% | +0.14 |
| RSPH Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| SPAB SS SPDR P Agg Bond ETF | Add +12.0% | 1.12% | +0.12 |
| XLF SS Financial Select Sector | Add +49.4% | 0.34% | +0.12 |
| DFIV Dimensional International Va | Add +28.1% | 0.35% | +0.10 |
| DFEV Dimensional Emrg MRKT Val | Add +27.7% | 0.36% | +0.09 |
| RTX RTX Corp. | Add +26.6% | 0.33% | +0.09 |
| DFAE Dimensional Emerging Core Eq | Add +28.0% | 0.35% | +0.09 |
| DIHP Dimensional International Hi | Add +28.5% | 0.33% | +0.08 |
| WEC WEC Energy Group Inc. | Add +46.5% | 0.26% | +0.07 |
| SPEM State Street SP PTF Em ETF | Add +4.8% | 1.17% | +0.06 |
| IAU iShares Gold Trust | Add +16.2% | 0.22% | +0.05 |
| XOM Exxon Mobil Corp. | Add +17.9% | 0.24% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +7.2% | 0.60% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +8.7% | 0.41% | +0.04 |
| PRU Prudential Financial Inc. | Add +5.3% | 0.27% | +0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +9.3% | 0.28% | +0.02 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +5.9% | 0.35% | +0.02 |
| EIX Edison International | Add +0.1% | 0.28% | +0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +7.0% | 0.34% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +0.4% | 0.80% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $194.3M | SPY, DFAU, TLT, AAPL, MBB |
| Q1 2026 | 152 | $163.5M | SPY, DFAU, TLT, SPDW, IEI |
| Q4 2025 | 156 | $158.8M | SPY, DFAU, IEI, SPDW, TLT |
| Q3 2025 | 168 | $158.9M | SPY, NVDA, DFAU, TLT, AMZN |
| Q2 2025 | 163 | $116.6M | SPY, AMZN, SPDW, XLSR, SPYM |
| Q1 2025 | 153 | $104.3M | SPY, AAPL, SPDW, DYFI, CERY |
| Q4 2024 | 152 | $100.5M | SPY, AAPL, DYFI, AMZN, NVDA |
| Q3 2024 | 121 | $68.2M | SPY, DYFI, AAPL, XLSR, SCHX |
| Q2 2024 | 121 | $59.3M | SPY, DYFI, SCHX, SPDW, JPST |
| Q1 2024 | 111 | $51.8M | SPY, DYFI, SCHX, JPST, COST |